Shortcut form
Completing the Shortcut tab
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  2. New 
  3. Shortcut 
  4. History 

The Shortcut tab has four required fields, and an optional properties section.

At the top of the tab appears the Shortcut Title field. Provide a brief, descriptive title.

Shortcut Properties

Field

Description
Rule Type

Select the type of report this shortcut applies to:

  • List View
  • Summary View
  • Report Definition
Applies To

Provide the Applies To part of the report this shortcut applies to. Type the first few characters and click to down-arrow for the SmartPrompt field to display available options.
Rule Key

Provide the Rule Key of the report this shortcut applies to. Type the first few characters and click to down-arrow for the SmartPrompt field to display available options.

Report Properties

In this area you can provide additional information about the report in the Report Description field. This information appears in the Report Browser in the Description column for the report for which this is a shortcut.

If the report requires or accepts parameters, you can specify them in the Parameter Name - Parameter Value fields. Add as many name-value pairs as you need to provide appropriate parameters for the report.

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